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Time for a Checkup!

At this time when the rates have never been lower and expected to start going higher in the Spring, it's a perfect opportunity to perform a checkup on your current home loan and Real Estate goals and plans.

Circumstances, plans, goals, rates, programs and markets change frequently, and we want to be sure that your home loan and Real Estate plans are coordinated with your overall financial plan, to your best advantage.

For example, have you considered the following- an investment property, second home or vacation property, and retirement planning to utilize a Reverse Mortgage as a senior or for your elderly loved ones? If you have an ARM loan, your rates and payments have gone down in 2009, but what about the future?

As a Certified Mortgage Planning Specialist, (CMPS)(R) and Real Estate advisor, I am pleased to provide this service to my clients and friends, and welcome the opportunity to assist you. I work well with your current tax advisor, financial planner, stockbroker, and insurance provider.

Time for a Checkup! (Survey)

Please answer each question in the space provided:

Contact Information

*Name:
*Email:
Phone:
*Address:
*City:
*State:
*Zip:

Longevity

*How Long do you plan to live in this house?:

Income and job related questions

Have there been any changes in your job?:
Have there been any changes in your income?:
*Do you expect a change in the next 3-5 years?:

What is your financial planning philosophy?

*Conservative (Yes or No):
*Moderate (Yes or No):
*Aggressive (Yes or No):
*Do you have a retirement plan established?:

Your current tax-free college fund account(s)

*Do you have one? (Yes or No):
If yes, is it for your children, or grandchildren?:

You current loan service provider

*Are there any concerns with your current service?:
If so, would you please explain them?:

Is there anyone who might need our services?

*Please indicate as to yes or no:

Would you be willing to refer them to us?

Contact Information 1.:
Contact Information 2.:
Contact Information 3.:

Do you have a professional relationship with

*A Real Estate Agent?:
*CPA (existing tax preparation situation)?:
*Existing financial planning situation?:
*Existing life insurance situation?:
*Existing auto & home insurance situation?:

Please rate the following (scale of 1-10=best)

*Past experience with Horizon Financial:
*Past experience with Elite Properties:
*A Real Estate Agent:
CPA (existing tax preparation situation):
Existing financial planning situation?:
Existing life insurance situation?:
*Existing auto & home insurance situation?:

Please refer us the following service advisors

Attorney:
Accountant/Tax Advisor:
Stockbroker:
Financial Planer:
Insurance Agent:
Realtor:
Painter/Handyman:

Would you like a referral for the following

*Attorney:
*Accountant/Tax Advisor:
*Stockbroker:
*Financial Planer:
*Insurance Agent:
*Realtor:
*Painter/Handyman:

Would you please share with us the following

*Your birthday:
*Your spouse's/partner's birthday:
*Your & spouse's/partner's anniversary:

Win a FREE digital camera

*Would you like to be entered in our drawing?:

Note: Fields with an * are required

39680 Mission Blvd., Fremont, CA 94539
gduarte@horizonfinance.com
office Videophone-(new!) 510-648-3969